Adams Wealth Management has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $420 Million distributed in 182 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $57M, Janus Detroit Str Tr Henderson with a value of $31.4M, Ishares Core S&P 500 ETF with a value of $28M, Ishares Tr Convertible Bond Et with a value of $13.5M, and Ishares Inc Msci South Korea E with a value of $12.8M.
Examining the 13F form we can see an decrease of $54.4M in the current position value, from $474M to 420M.
Below you can find more details about Adams Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$420 Million
ETFs: $326 Million
Technology: $30.8 Million
Consumer Cyclical: $16.1 Million
Financial Services: $11.3 Million
Energy: $9.15 Million
Communication Services: $7.9 Million
Industrials: $7.42 Million
Consumer Defensive: $4.47 Million
Other: $6.17 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
